Intro to Milestones

Milestones are powerful building blocks that enable you to group Actions, Control capabilities like Automation, Conditional Branch, Decision Branch, and Wait (except Shadow Flow), and Integrations into key stages in a process, for better tracking and process management. Acting like "mini-flows," milestones simplify complex workflows by breaking them down into manageable templates, enhancing both visibility and control across the process lifecycle.

Create reusable Milestone Templates in the Templates section of the Library - ideal for standardizing frequently used process stages across your organization.

Whether you're designing from scratch or leveraging existing templates, Milestones can be seamlessly embedded within your workflow templates and flow workspaces, enabling better organization, clarity, and progress tracking of key stages.

Key Benefits:

• Reduced Operational Risk: Defined stages reduce ambiguity and errors in complex processes.
• Faster Time-to-Deployment: Predefined templates minimize setup time for new flows.
• Standardized Best Practices: Centralized templates ensure consistency across teams and departments.
• Greater Agility: Modify or swap Milestones without impacting the entire workflow, allowing quick adaptation to business needs.
• Dependency support for Milestones and custom execution order support in workflows.

To add a milestone in a flow template:

1. Click the '+' icon above the action that you would like to include inside of that milestone.
2. Select Milestone. You can either add a New Milestone or an already created Milestone Template.
3. If you are adding a pre-built milestone template, then simply select the desired template and click Continue.
4. Fill in the milestone details and click Add.
   
   
5. If you are adding a New Milestone, then give a Title to the milestone based on the stage of the process or project, as well as a Description.
6. Go to the Additional Options to enable any dependencies or execution order for the milestone to start. 
   
   
   • Execute Actions in Sequential Order - Ensures that all actions within a milestone execute in sequence, even if the overall flow is parallel. If enabled, actions will follow a step-by-step order within that milestone.
     • When a flow is fully sequential, “Execute Actions in Sequential Order” is automatically applied.
   • Enable Dependency - If "Enable Dependency" is toggled on in a parallel flow, the milestone waits for the specified milestone to be completed before starting (Actions within this milestone will only begin once the other specified milestones are completed).
     • The Enable Dependency option is available only if the flow is parallel.
   • Execute Actions in Parallel Order - When a flow is sequential, if “Execute Actions in Parallel Order” is toggled on, all actions within this milestone will run in parallel, rather than sequentially. This toggle allows you to choose whether the actions should be executed one after another or simultaneously within the milestone.
7. Then click Add or Save Changes (if adding milestones to an existing template).
8. Edit and finalize all milestones added to your flow before proceeding, ensuring the correct actions are grouped under the correct milestones.

Once you add a milestone to one step, all subsequent steps will be added to that specific milestone. Any preceding steps will be added to another milestone. 

By hovering over a milestone you will have the option to edit, duplicate, or delete that milestone.